Margaret Loncki is a Series 65-licensed advisor at Merus Advisors, LLC with three years of industry experience. She previously worked at Certis Capital and Claremont McKenna College. Outside of her advisory role, she is the managing member of Martin Untied LLC, a property management company. Merus Advisors provides investment advisory and financial planning services primarily to individuals and families. The firm emphasizes diversification, low volatility, and tailored recommendations through macroeconomic analysis and classical portfolio theory while focusing on advising third-party managers rather than executing trades.

Robert Lingle is a financial advisor at Merus Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Capital Growth Advisors, LLC, Capital Growth Securities LLC, and Pacific Alternative Investments, LLC. In addition to his advisory role, he is a managing partner at Pacific Alternative Investments, where he focuses on sourcing and marketing private investment offerings. Merus Advisors provides investment advisory and financial planning services primarily to individual clients and families, focusing on due diligence and monitoring of third-party managers rather than trade execution. The firm’s investment approach emphasizes diversification, low volatility, and tailored recommendations based on clients’ risk tolerance and goals.